Citadel Advisors
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Citadel Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Citadel Advisors’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$624K Buy
+16,000
New +$622K ﹤0.01% 9342
2026
Q1 		– Sell
-6,900
Closed -$211K – 13893
2025
Q4 		$211K Buy
+6,900
New +$220K ﹤0.01% 10932
2025
Q2 		– Sell
-1,200
Closed -$18.9K – 14411
2025
Q1 		$18.9K Sell
1,200
-1,300
-52% -$24.3K ﹤0.01% 13189
2024
Q4 		$50K Sell
2,500
-3,200
-56% -$65.2K ﹤0.01% 12389
2024
Q3 		$114K Hold
5,700
– – ﹤0.01% 10946
2024
Q2 		$115K Sell
5,700
-21,100
-79% -$454K ﹤0.01% 10717
2024
Q1 		$618K Buy
26,800
+23,700
+765% +$569K ﹤0.01% 7928
2023
Q4 		$92.1K Sell
3,100
-900
-23% -$24.8K ﹤0.01% 11037
2023
Q3 		$126K Sell
4,000
-1,700
-30% -$64.3K ﹤0.01% 10609
2023
Q2 		$229K Sell
5,700
-9,700
-63% -$361K ﹤0.01% 9585
2023
Q1 		$622K Buy
15,400
+6,900
+81% +$290K ﹤0.01% 7856
2022
Q4 		$326K Sell
8,500
-10,800
-56% -$481K ﹤0.01% 9136
2022
Q3 		$930K Buy
19,300
+1,700
+10% +$92.6K ﹤0.01% 7154
2022
Q2 		$805K Sell
17,600
-35,500
-67% -$1.86M ﹤0.01% 7533
2022
Q1 		$3.46M Sell
53,100
-54,000
-50% -$3.24M ﹤0.01% 4893
2021
Q4 		$7.65M Buy
107,100
+76,200
+247% +$6.23M ﹤0.01% 3539
2021
Q3 		$2.39M Sell
30,900
-19,200
-38% -$1.57M ﹤0.01% 5915
2021
Q2 		$4.67M Sell
50,100
-11,000
-18% -$953K ﹤0.01% 4595
2021
Q1 		$6.01M Sell
61,100
-10,200
-14% -$1.17M ﹤0.01% 3862
2020
Q4 		$7.37M Buy
71,300
+45,400
+175% +$3.68M ﹤0.01% 3060
2020
Q3 		$1.57M Sell
25,900
-1,700
-6% -$88.4K ﹤0.01% 5178
2020
Q2 		$1.12M Buy
27,600
+16,200
+142% +$539K ﹤0.01% 5625
2020
Q1 		$306K Buy
+11,400
New +$403K ﹤0.01% 7308

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors's PBW Position: Q2 2026 in Review

Citadel Advisors reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 21% in Q2 2026, selling an estimated $443K and leaving 42,246 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #6994.

Citadel Advisors first reported a position in PBW in Q1 2014 and has held it in 43 quarters since. The position peaked at $14.4M in Q1 2021. 151 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Citadel Advisors held 42,246 shares of Invesco WilderHill Clean Energy ETF worth $1.65M as of Q2 2026.
  • Citadel Advisors sold 11,392 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $443K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #6994 holding.
  • Citadel Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2014 and has held it in 43 quarters since.
  • Citadel Advisors's Invesco WilderHill Clean Energy ETF position peaked at $14.4M in Q1 2021.
  • 151 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.